Rockwell Automation, Inc
ROK- Exchange
- NYSE
- Industry
- Measuring & Controlling Devices, NEC
- SEC CIK
- 0001024478
In the last 90 days, Rockwell Automation, Inc insiders filed 0 open-market purchases and 5 sales; 1,545 institutions reported holding it in 13F filings for Q2 2026, worth $48.8B in total; Markel Group is the only superinvestor holding it.
13F holders, Q4 2025
Institutional positions in Rockwell Automation, Inc as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,420
- +149 vs. Q3 2025
- Shares held
- 95.4M
- +3.61M (+3.9%) vs. Q3 2025
- Total value
- $37.1B
- +$4.99B (+15.6%) vs. Q3 2025
- New holders
- 229
- 473 more added
- Sold out
- 80
- 440 more reduced
25 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ROK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,545 | $48.8B |
| Q1 2026 | 1,422 | $34.4B |
| Q4 2025 | 1,420 | $37.1B |
| Q3 2025 | 1,296 | $32.2B |
| Q2 2025 | 1,269 | $31.1B |
| Q1 2025 | 1,172 | $23.7B |
| Q4 2024 | 1,216 | $26.9B |
| Q3 2024 | 1,161 | $24.4B |
| Q2 2024 | 1,156 | $25.3B |
| Q1 2024 | 1,202 | $26.5B |
| Q4 2023 | 1,223 | $27.1B |
| Q3 2023 | 1,140 | $26.4B |
| Q2 2023 | 1,146 | $30.9B |
| Q1 2023 | 1,113 | $27.0B |
| Q4 2022 | 1,059 | $23.5B |
| Q3 2022 | 994 | $19.6B |
| Q2 2022 | 976 | $18.5B |
| Q1 2022 | 1,052 | $25.6B |
| Q4 2021 | 1,136 | $31.9B |
| Q3 2021 | 1,037 | $26.9B |
| Q2 2021 | 988 | $26.4B |
| Q1 2021 | 974 | $23.7B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Costello Asset Management, INC | 1,400 | $544.7K | 0.18% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,399 | $544.1K | 0.07% | +1+0.1% | Added |
| XTX Topco Ltd | 1,395 | $542.8K | 0.01% | +1,395 | New |
| Volterra Technologies LP | 1,368 | $532.2K | 0.55% | +1,368 | New |
| Patrick M Sweeney & Associates, Inc | 1,362 | $529.8K | 0.33% | −5−0.4% | Reduced |
| Great Valley Advisor Group, Inc. | 1,360 | $528.7K | 0.01% | +81+6.3% | Added |
| North Ridge Wealth Advisors, Inc. | 1,358 | $528.4K | 0.30% | −52−3.7% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,363 | $528.3K | 0.12% | −127−8.5% | Reduced |
| Hutchinson Capital Management | 1,357 | $528.0K | 0.09% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 1,350 | $525.3K | 0.01% | −177−11.6% | Reduced |
| Edgestream Partners, L.P. | 1,349 | $524.9K | 0.01% | −13,371−90.8% | Reduced |
| DMG Group, LLC | 1,346 | $523.7K | 0.35% | +226+20.2% | Added |
| Frank, Rimerman Advisors LLC | 1,343 | $522.5K | 0.03% | +12+0.9% | Added |
| GTS Securities LLC | 1,343 | $522.5K | 0.02% | +736+121.3% | Added |
| We Are One Seven, LLC | 1,336 | $519.9K | 0.01% | +35+2.7% | Added |
| Cornerstone Wealth Group, LLC | 1,335 | $519.3K | 0.04% | +191+16.7% | Added |
| Dakota Wealth Management | 1,333 | $518.6K | 0.01% | −46−3.3% | Reduced |
| Richards, Merrill & Peterson, Inc. | 1,333 | $518.6K | 0.20% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 1,332 | $518.2K | 0.03% | +45+3.5% | Added |
| denkapparat Operations GmbH | 1,318 | $512.8K | 0.28% | +640+94.4% | Added |
| Patron Partners Advisors, LLC | 1,317 | $512.4K | 0.23% | −4−0.3% | Reduced |
| OpenArc Corporate Advisory, LLC | 1,310 | $509.7K | 0.01% | +1,310 | New |
| Modera Wealth Management, LLC | 1,309 | $509.4K | 0.01% | +415+46.4% | Added |
| Rehmann Capital Advisory Group | 1,306 | $508.1K | 0.03% | +31+2.4% | Added |
| Cullinan Associates Inc | 1,300 | $505.8K | 0.03% | 00.0% | Unchanged |
| Valley Brook Capital Group | 1,300 | $505.8K | 0.33% | 00.0% | Unchanged |
| CenterBook Partners LP | 1,294 | $503.5K | 0.02% | +1,294 | New |
| Meeder Asset Management Inc | 1,290 | $501.9K | 0.03% | −8,848−87.3% | Reduced |
| Resources Management Corp | 1,284 | $500.0K | 0.06% | −45−3.4% | Reduced |
| Harbour Investments, Inc. | 1,284 | $499.5K | 0.01% | −50−3.7% | Reduced |
| Global Trust Asset Management, LLC | 1,275 | $496.0K | 0.20% | −764−37.5% | Reduced |
| Principal Securities, Inc. | 1,272 | $494.9K | 0.01% | +313+32.6% | Added |
| Wellington Management Group LLP | 1,271 | $494.5K | 0.00% | −1,216−48.9% | Reduced |
| Cannon Financial Strategists, Inc. | 1,268 | $493.3K | 0.07% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,253 | $487.5K | 0.09% | −341−21.4% | Reduced |
| Fideuram Asset Management (Ireland) dac | 1,727 | $486.9K | 0.04% | +1,727 | New |
| Centerpoint Advisors, LLC | 1,250 | $486.0K | 0.15% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 1,249 | $485.9K | 0.01% | +101+8.8% | Added |
| SmartHarvest Portfolios, LLC | 1,248 | $485.6K | 0.17% | +1,248 | New |
| Stevens Capital Management LP | 1,247 | $485.0K | 0.17% | +1,247 | New |
| West Wealth Group, LLC | 1,240 | $482.6K | 0.10% | −1−0.1% | Reduced |
| Savvy Advisors, Inc. | 1,239 | $482.1K | 0.02% | +66+5.6% | Added |
| Kovack Advisors, Inc. | 1,230 | $478.7K | 0.02% | +1,230 | New |
| Brown Financial Advisors | 1,230 | $478.6K | 0.18% | −82−6.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,228 | $477.8K | 0.02% | −19−1.5% | Reduced |
| Marathon Strategic Advisors, LLC | 1,225 | $476.6K | 0.36% | −275−18.3% | Reduced |
| Navalign, LLC | 1,225 | $476.6K | 0.12% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 1,224 | $476.2K | 0.02% | −20−1.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,224 | $476.2K | 0.03% | +15+1.2% | Added |
| Steinberg Asset Management LLC | 1,223 | $475.8K | 0.35% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 1,223 | $475.8K | 0.06% | +123+11.2% | Added |
| Crescent Grove Advisors, LLC | 1,210 | $470.7K | 0.04% | +1+0.1% | Added |
| Baader Bank INC | 1,215 | $470.5K | 0.04% | +1,215 | New |
| Fortitude Advisory Group L.L.C. | 1,207 | $469.5K | 0.20% | −3−0.2% | Reduced |
| Checchi Capital Advisers, LLC | 1,206 | $469.2K | 0.03% | −22−1.8% | Reduced |
| Confluence Wealth Services, Inc. | 1,206 | $469.2K | 0.02% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 1,202 | $467.7K | 0.01% | +28+2.4% | Added |
| Keel Point, LLC | 1,201 | $467.4K | 0.03% | +9+0.8% | Added |
| Tyche Wealth Partners LLC | 1,200 | $466.9K | 0.07% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1,200 | $466.9K | 0.01% | +1,200 | New |
| Moran Wealth Management, LLC | 1,199 | $466.5K | 0.01% | −572−32.3% | Reduced |
| Safeguard Investment Advisory Group, LLC | 1,198 | $466.3K | 0.12% | +11+0.9% | Added |
| Employees Retirement System of Texas | 1,197 | $466.0K | 0.00% | +808+207.7% | Added |
| Stanley-Laman Group, Ltd. | 1,195 | $464.9K | 0.06% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 1,189 | $462.8K | 0.02% | +11+0.9% | Added |
| Dillon & Associates Inc | 1,187 | $462.0K | 0.06% | +203+20.6% | Added |
| Waldron Private Wealth LLC | 1,185 | $461.0K | 0.02% | +1,185 | New |
| Change Path, LLC | 1,183 | $460.3K | 0.01% | +127+12.0% | Added |
| Fieldview Capital Management, LLC | 1,179 | $458.7K | 0.08% | +1,179 | New |
| Pacifica Partners Inc. | 1,149 | $457.9K | 0.20% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 1,175 | $457.2K | 0.03% | −7−0.6% | Reduced |
| AssuredPartners Investment Advisors, LLC | 1,174 | $456.9K | 0.07% | +455+63.3% | Added |
| Foundations Investment Advisors, LLC | 1,167 | $454.2K | 0.01% | +1,167 | New |
| Verity Asset Management, Inc. | 1,160 | $451.3K | 0.19% | −12−1.0% | Reduced |
| Madden Securities Corp | 1,155 | $449.4K | 0.14% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 1,153 | $448.7K | 0.04% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 1,150 | $447.4K | 0.21% | 00.0% | Unchanged |
| Brookstone Capital Management | 1,149 | $446.9K | 0.01% | +10+0.9% | Added |
| Impact Partnership Wealth, LLC | 1,141 | $443.9K | 0.06% | +262+29.8% | Added |
| Ronald Blue Trust, Inc. | 1,139 | $443.2K | 0.01% | −77−6.3% | Reduced |
| Massar Capital Management, LP | 1,137 | $442.4K | 0.09% | +1,137 | New |
| Cedar Point Capital Partners, LLC | 1,134 | $441.2K | 0.28% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,129 | $439.2K | 0.03% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 1,127 | $438.5K | 0.03% | −50−4.2% | Reduced |
| Simplicity Wealth,LLC | 1,125 | $437.7K | 0.03% | +87+8.4% | Added |
| Beck Bode, LLC | 1,124 | $437.3K | 0.07% | −7−0.6% | Reduced |
| Garner Asset Management Corp | 1,123 | $436.9K | 0.17% | +33+3.0% | Added |
| Rebalance, LLC | 1,122 | $436.5K | 0.03% | +41+3.8% | Added |
| Castle Rock Wealth Management, LLC | 1,020 | $436.2K | 0.09% | +4+0.4% | Added |
| Janney Capital Management LLC | 1,112 | $433.0K | 0.03% | 00.0% | Unchanged |
| Associated Banc-Corp | 1,112 | $432.6K | 0.01% | −50−4.3% | Reduced |
| Capital Investment Counsel, Inc | 1,105 | $429.9K | 0.05% | 00.0% | Unchanged |
| Scientech Research LLC | 1,101 | $428.4K | 0.27% | +1,101 | New |
| Barnes Pettey Financial Advisors, LLC | 1,100 | $428.0K | 0.21% | −27−2.4% | Reduced |
| MainStreet Investment Advisors LLC | 1,096 | $426.4K | 0.06% | −27−2.4% | Reduced |
| Cigna Investments Inc | 1,096 | $426.0K | 0.06% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,086 | $422.5K | 0.01% | −95−8.0% | Reduced |
| Trademark Financial Management, LLC | 1,081 | $420.6K | 0.23% | +1,081 | New |
| Pensionmark Financial Group, LLC | 1,081 | $420.5K | 0.01% | −85−7.3% | Reduced |
| Vicus Capital | 1,079 | $420.0K | 0.03% | +3+0.3% | Added |